| Zachary Shirilla | Baldwin Wealth Partners | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| Al Besse | Logan Capital Management | Newtown Square | Not listed | Percentage of assets, Fixed fees |
| Alexis Barnhart | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Allen Meschel | Meschel Wealth Management | Yardley | Not listed | Percentage of assets, Hourly |
| Amy Garry | Yardley Wealth Management | Yardley | Not listed | Percentage of assets, Fixed fees |
| Andrew Gaines | Englebert Financial Advisers | Allentown | Not listed | Percentage of assets, Hourly |
| Anthony Chrobak | Liberty Square Wealth Partners | Bethlehem | Not listed | Percentage of assets, Hourly |
| Anthony Civitello | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Anthony Perhacs | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Anthony Podrasky | Petredis Investment Advisors | Warrendale | Not listed | Percentage of assets, Hourly |
| Austin Sauder | Master's Wealth Management | Leola | Not listed | Percentage of assets, Fixed fees |
| Benjamin Roberts | Ironview Capital Management | Conshohocken | Not listed | Percentage of assets, Hourly |
| Beth Vulopas | Chestnut Street Investment Counsel | Lancaster | Not listed | Percentage of assets, Hourly |
| Bradley Catherman | Granite Financial Advisors | Lewisburg | Not listed | Percentage of assets, Fixed fees |
| Bradley Rosen | Ironview Capital Management | Conshohocken | Not listed | Percentage of assets, Hourly |
| Brendan Keane | Smithbridge Asset Management | Chadds Ford | Not listed | Percentage of assets, Hourly |
| Brent Gomer | BTG Capital | Conshohocken | Not listed | Percentage of assets, Hourly |
| Brian Brogan | Brogan Asset Management | Wynnewood | Not listed | Percentage of assets, Hourly |
| Brianna March | Blbb Advisors | Montgomeryville | Not listed | Percentage of assets, Fixed fees |
| Bryan Rementer | Ironview Capital Management | Conshohocken | Not listed | Percentage of assets, Hourly |
| Cameron Smith | Beacon Wealth Consultants | State College | Not listed | Percentage of assets, Hourly |
| Carlos Prince | Legacy Edge Advisors | Conshohocken | Not listed | Percentage of assets, Hourly |
| Caroline Kiser | TGS Financial Advisors | Radnor | Not listed | Percentage of assets, Fixed fees |
| Catherine Delany | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| Ceida Branca | Limerick Financial Group | Limerick | Not listed | Percentage of assets, Hourly |
| Chad Wakeman | Erickson Financial Group | Allentown | Not listed | Percentage of assets, Hourly |
| Chandni Gulati | Niro Nivesto | Garnet Valley | Not listed | Percentage of assets, Fixed fees |
| Charles Falco | Limerick Financial Group | Limerick | Not listed | Percentage of assets, Hourly |
| Charles Keller | Master's Wealth Management | Leola | Not listed | Percentage of assets, Fixed fees |
| Charles Knight | One-Up Financial | Erie | Not listed | Percentage of assets, Fixed fees |
| Charles Petredis | Petredis Investment Advisors | Warrendale | Not listed | Percentage of assets, Hourly |
| Christopher Englebert | Englebert Financial Advisers | Allentown | Not listed | Percentage of assets, Hourly |
| Christopher Gildea | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Christopher Pavcic | EWA | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Christopher Payne | Payne Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Christopher Torzone | Christine Messmer | Collegeville | Not listed | Hourly, Fixed fees |
| Colton Keller | Master's Wealth Management | Leola | Not listed | Percentage of assets, Fixed fees |
| Connor Ciarciello | Liberty Square Wealth Partners | Bethlehem | Not listed | Percentage of assets, Hourly |
| Conor Bradley | Sterling Investment Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Corey MacDougall | Oakbourne Advisors | West Chester | Not listed | Percentage of assets, Fixed fees |
| Curtis Pritchard | Wexford Wealth Advisors | Wexford | Not listed | Percentage of assets, Hourly |
| Dana Stewardson | Logan Capital Management | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Daniel Kelley | Ellis Investment Partners | Berwyn | Not listed | Percentage of assets, Hourly |
| Daniel Rodan | Tower Bridge Advisors | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Daniel Sloppy | One-Up Financial | Erie | Not listed | Percentage of assets, Fixed fees |
| David Campbell | Meridian Wealth Partners | East Norriton | Not listed | Percentage of assets, Fixed fees |
| David Herbe | One-Up Financial | Erie | Not listed | Percentage of assets, Fixed fees |
| David Herbe | One-Up Financial | Erie | Not listed | Percentage of assets, Fixed fees |
| David Mandelblatt | Wealthprotect Advisors | Pittsburgh | Not listed | Fixed fees |
| David Pope | Liberty Square Wealth Partners | Bethlehem | Not listed | Percentage of assets, Hourly |